Filed April 29, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $583,576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,327 | $51,785-12.5% | $112,228-59.6% | $89,394-49.3% |
| Participation rate | 38.9% | 82.2%-43.3pp | 75.1%-36.2pp | 71.3%-32.4pp |
| Annual return | -15.45% | -11.06%-4.4pp | 27.45%-42.9pp | -11.89%-3.6pp |
| Employer contribution / active EE | $1,203 | $3,782-68.2% | $3,635-66.9% | $3,022-60.2% |
| Participant deferral / active EE | $2,224 | $3,425-35.0% | $4,728-53.0% | $5,123-56.6% |
| Admin fee / account holder | $61 | $102-39.9% | $6,410-99.0% | $79-23.1% |